Univest Financial
UVSP
156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
26% more capital invested
Capital invested by funds: $495M → $627M (+$131M)
12% more funds holding
Funds holding: 139 → 156 (+17)
2.19% more ownership
Funds ownership: 74.16% → 76.35% (+2.2%)
10% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 50
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.21M |
| 2 |
UF
Univest Financial
Souderton,
Pennsylvania
|
+$3.39M |
| 3 |
BlackRock
New York
|
+$2.99M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.25M |
| 5 |
Morgan Stanley
New York
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.18M |
| 2 |
Pzena Investment Management
New York
|
-$2.09M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.71M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.55M |
UVSP Hedge Fund Activity: Q3 2024 in Review
156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2024, worth a combined $627M — up 26% from $495M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UVSP positions and 11 closed out — a net gain of 18 holders — while 45 added to existing stakes and 50 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $4.21M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $2.18M.
- 156 institutional investors held Univest Financial (UVSP) as of Q3 2024, up from 139 in Q2 2024.
- Funds reported $627M of Univest Financial stock for Q3 2024, up 26% quarter-over-quarter.
- 29 funds opened new Univest Financial positions in Q3 2024 and 11 closed out, a net change of +18 holders.
- The largest Univest Financial buyer in Q3 2024 was Arrowstreet Capital, an estimated $4.21M added.
- The largest Univest Financial seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2024.